Testing Endur Effectively: Best Practices and ETRM Test Automation Tool Comparison

Endur Test Automation

Introduction

Endur is a complex Energy Trading and Risk Management (ETRM) platform used for power, gas, LNG, crude, and refined products trading. It supports front office trading, middle office risk, and back office settlement with deep integration across scheduling, logistics, pricing, accounting, and ERP systems.

Because Endur directly impacts P&L, risk exposure, and regulatory reporting, testing Endur cannot be treated like standard enterprise application testing. It requires strong domain knowledge, end-to-end scenario coverage, and a balanced mix of manual and automated testing.

Elevon Global Tech specializes in Endur testing and test automation, bringing deep ETRM domain expertise across implementations, upgrades, and production support. Our teams understand how Endur behaves as a business system—not just a technical application—and design testing strategies that protect revenue, reduce operational risk, and support audit readiness.

This article outlines proven best practices for testing Endur, covering manual testing, automation strategies, Citrix vs non-Citrix environments, and the practical use of tools such as Tosca and Trinitatum Triangle.

For Endur testing and automation expertise, contact Elevon Global Tech  Info@elevonglobaltech.com

1. Understand Endur as a Business System, Not Just an Application

Before testing begins, it is critical to understand how Endur is used by the business.

Key characteristics:

• Endur is deal-driven, not transaction-driven

• One deal impacts multiple downstream processes: scheduling, movements, pricing, MTM, invoicing, and accounting

• Errors often surface days or weeks later (for example, during month-end P&L, settlement, or audit)

Best practice:Always design tests as end-to-end business scenarios, not isolated screen-level tests.

2. Define an End-to-End Testing Model for Endur

A strong Endur test strategy should cover the full lifecycle:

• Deal Capture (FO)

• Scheduling & Logistics (cMotion, nominations)

• Pricing & Risk (MO)

• Actualization & Inventory

• Invoicing & Accounting (BO)

• ERP integration (SAP)

3. Manual Testing Best Practices for Endur

Manual testing is essential in Endur, especially during early phases of implementations and upgrades.

Where Manual Testing Works Best

• New business flows or customizations

• Complex physical logistics (cargo splits, quality issues, losses)

• Pricing and formula validation

• Exception and dispute scenarios

• User acceptance testing (UAT)

Manual Testing Best Practices

• Use scenario-based test cases (not generic steps)

• Clearly define roles: Trader, Scheduler, Risk, Accountant

• Validate reports, not just screens (PnL, MTM, exposure)

• Track test data carefully (pricing dates, curves, volumes)

• Maintain strong traceability to requirements and business flows

Key point:Spreadsheets alone do not scale, but structured manual accelerators do.

4. Test Data Management Is Critical

Endur testing fails most often due to poor test data.

Best practices:

• Use controlled pricing curves and static market data where possible

• Freeze test calendars and pricing dates

• Reuse validated base scenarios (golden data sets)

• Separate test data by environment and cycle

Tip:One well-designed base scenario is more valuable than 20 unstructured test cases.

5. Automation Strategy for Endur

Automation in Endur must be selective and domain-aware.

What to Automate

• Regression scenarios

• Core E2E flows (happy paths)

• Pricing, MTM, and accounting validations

• Upgrade and patch validation

• Data integrity and reconciliation checks

What Not to Automate First

• Highly unstable UI flows

• One-off configurations

• Early-stage custom features

6. Testing Endur in Citrix vs Non-Citrix Environments

Endur Without Citrix

Characteristics:

• Direct application access

• Faster UI automation

• More stable element identification

Recommended approach:

• Use Tosca UI plus API layers

• Focus on hybrid automation (UI + backend checks)

Endur With Citrix

Characteristics:

• Image-based UI

• Higher latency

• Frequent stability issues

Best practices for Citrix testing:

• Minimize UI automation

• Prefer backend, database, and API validations

• Use stable screen regions and anchors

• Automate only high-value, stable flows

Key principle:In Citrix, automate less—but automate smarter.

7. Using Tosca for Endur Automation

Tosca works well for Endur when used correctly.

Best practices:

• Build reusable business modules (Deal Capture, Pricing, Settlement)

• Separate test logic from test data

• Use risk-based regression packs

• Integrate with CI/CD only after stabilization

Tosca is most effective when combined with strong Endur domain knowledge.

8. Using Trinitatum Triangle for Endur Automation

Triangle is a domain-specific automation solution built for Endur and similar ETRM platforms.

Key strengths:

• API-level and data-level automation

• Ready-made Endur test libraries

• Behavior-driven, human-readable tests

• Low maintenance regression suites

Where Triangle fits best:

• Large Endur upgrade programs

• Frequent releases

• Audit-heavy environments

• Organizations struggling with regression overhead

Triangle complements manual testing and UI tools rather than replacing them.

9. Combine Manual and Automation – The Right Balance

A successful Endur testing model uses a hybrid approach:

• Manual testing for new logic, exceptions, and UAT

• Automation for regression, pricing, and accounting stability

• Domain accelerators to reduce setup time

• Continuous validation during upgrades

Recommended split (typical):

• 30–40% manual

• 60–70% automated (focused on regression and controls)

10. Endur Test Automation Tools – Tosca vs Trinitatum Triangle

Endur test automation is not a one-size-fits-all problem. Different tools solve different parts of the challenge. Two commonly used tools in Endur programs are Tosca and Trinitatum Triangle. Both are strong in their own way and are often more effective when positioned correctly rather than compared as direct replacements.

This section provides a balanced comparison and guidance on when to use each.

Tosca vs Trinitatum Triangle – Side-by-Side View

Area	Tosca	Trinitatum Triangle
Primary Focus	UI and model-based automation	Domain-driven, API and data-level automation
Endur Knowledge	Tool-agnostic	Endur-specific
Citrix Suitability	Limited / challenging	Strong
Regression at Scale	Possible with effort	Designed for scale
Upgrade Testing	Medium	Very strong
Maintenance Overhead	Medium to High (UI dependent)	Low
Audit & Controls	Depends on framework	Built-in focus
Best Used As	Enterprise UI automation tool	ETRM regression accelerator

This is not a “winner vs loser” comparison. The tools solve different layers of the Endur testing problem.

Elevon Global Tech helps trading organizations design and execute reliable Endur testing strategies across manual testing, automation, and upgrades.

For Endur testing and automation support, contact Info@elevonglobaltech.com